Reading Time: 2 minutes at this time. I was excited about shorting EDU or APPL (buying puts) after Tuesday’s MacWorld keynote and New Oriental disappointing earning news. I hoped to cover some of my loss from LFT (and to a less content CROX) by shorting the stocks, now that the market appears controlled by the bears. So I went
Reading Time: < 1 minute By Crocslized I meant the penetration rate of Crocs shoes. From today’s Crocs presentation at ICR XChange, Australia claimed the No. 1 spot in term of dollar spent on Crocs per capita (a.k.a., per person). Canada is second. US is not too far behind. China is also shown in the figure. So, take Australia as
Reading Time: < 1 minute (Update) Halter US China Index closed down 7.89% and FXI down 7.55%. China Mobile (CHL), a major component of both index, is down 7.79% today. FXI (FTSE Xinhua 25) dropped 7.23% as of now 11:27 AM US CST. Halter US China Index (web site), which is more broad based Chinese ADRs traded in the US
Reading Time: 2 minutes I decided to buy some China Mobile shares, after did some reading in the weekend. Today’s news is China Mobile walked away from Apple regarding iPhone, cool. Since I placed a limited order ($85.25) last night, I got it at $84.22 shortly after it started trading. Two things: China Mobile (NYSE:CHL; HK:0941) is not cheap,
Reading Time: < 1 minute What a crazy week. The market continued its downward spiral while we hear all kinds of bad news from economy front: from the credit crunch for big guys and little guys; AT&T CEO says some customers can not pay the phone bills; American Express (one of Berkshire’s core holding) had it biggest drop since year
Reading Time: < 1 minute I was reading the cash flow statement of CROX Q3 2007 10-Q. One thing caught my attention is the “Excess tax benefit on share-based compensation”, about $38.6 m for first 9 months of 2007, plus the “Exercise of stock options” $ 14 m., the total “Cash provided by financing activities” is $ 52 m, compared
Reading Time: 2 minutes All right, before I was going to do an accurate calculation of the annual return of my portfolio, all my year 2007 gain (realized and unrealized) are gone by yesterday market close. Blame the market? Blame the CEO of Crocs and Longtop? Blame Jim Cramer? Blame the Fed (as Jim Cramer did in his show)?
Reading Time: < 1 minute More blindman’s check on elephant… Crocs stock (CROX) had a big drop in last two sessions, amid the loss of patent lawsuit in EU, and some rumors on the business slowdown in general. When Crocs reported its Q3 2007 earning back on Oct 31 2007, it mentioned there is some excessive inventory because of the
Reading Time: 2 minutes It has been a while: I realized my understanding of some of the stocks is very much like a blindman perceives an elephant. I mean, I usually get a partial picture of the real thing, sometimes the partial picture is distorted. (source: throwtheword.com) For examples, the investing in Crocs (the shoe). It was a good
Reading Time: 2 minutes Tech for Silicon valley and agriculture for St. Louis. Silicon Valley Stocks We went to Sillicon valley for the holidays and obviously, stock is one common topic in family reunion and friends gathering. Note stock options makes up a significant portion of employee’s compensations for some of the technology companies there. I happened to read
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